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WHAT DO WE DO?
Provide a comprehensive range of accounting, business consultancy,
tax and financial planning services specifically designed
for owner managed SME's and HNWI's. There are two particular
specialisations which differentiate us from our competitors.
These are:
- A pretty unique fully integrated financial planning service (FSA authorised).
- An IT consultancy and support service specifically designed
for SME's.
- A Forex advisory and execution service.
Clients are primarily located in the East of Scotland but
many have overseas interests and we have acquired a local
reputation for our expertise in advising on international
tax and financial planning issues.
PHILOSOPHY
“We aim to know more about clients financial and tax affairs
than they do themselves.”
“We do not sit on the fence - are your results good, bad
or indifferent, we will provide a perspective!”
Our objective is to provide constructive and useful advice,
to add value.”
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